Products & Services

Services

...personalized attention to help you make decisions both professionally and personally
to achieve business success and personal wealth.

We work with you to build a customized financial plan and strategy that will put
you on the right track to where you want to go and give you clear direction on how
to get there.

Tax Preparation

You can depend on our knowledgeable staff of tax professionals to prepare individual
or business tax returns for submission to the IRS on your behalf. We are licensed
and keep current with tax laws and are practitioners in continuous ongoing education.

Whether you are an individual, single-person business, small or larger business
we advise you on a long list of services which may include your entity structure,
accounting system, tax laws, developments, and tax planning.

Accounting & Bookkeeping Services

Small business owners need dependable and personal financial guidance to be competitive
in today’s economy. We take the time to get to know your business inside and out.
We work with you to learn how you operate on a day-to-day basis. This enables us
not only to keep your books in order, but it creates the opportunity for a lasting
relationship with your company.

We have proudly worked and grown with many businesses
in and around the Fort Myers/Lee County area for over 35 years. Call us and come
in for your business consultation today.

QuickBooks Management

If you’re a small or medium sized business, you’re most likely using QuickBooks
as your accounting application. It is currently the most popular accounting tool
due to its full features and ease of use. QuickBooks innovation changes each year.

We can help you become more efficient so you can get away from your bookkeeping
and accounting and spend more time running your business.

Tax Planning & Compliance

With significant changes in our tax laws occurring regularly, tax planning through
out the year is the key to successfully helping you achieve your financial goals.
We help you develop and implement strategies tailored specifically for you, to meet
your long and short-term objectives. This includes quarterly estimated taxes and
trusts as well as compliance for clients with corporations, partnerships, and LLC’s.

We provide the most current tax strategies and advice for your organization to remain
competitive and successful.

Trusts

Preparation of Trust income tax returns can be complicated. We offer experience
in preparing the required tax return forms, understanding the distribution rules
and the filing process. To ensure your goals and objectives are being met, as your
trust planning progresses, our team will work with you and your family to meet your
expectations in the face of changing laws.

We develop options that keep you current
and in compliance with trust tax laws.

Business Consulting

Choosing the independent status of your business is one of the most important decisions
you will make. It will effect your long-term tax implications and your company’s
day-to-day operation. Our qualified team of consultants will help you determine
which business structure is best suited for you and your goals. As your CPA firm,
we work with you by becoming an extension of your team. From our business to your
business, we place great value in our relationship with you.

We specifically help
you grow your business, solve problems, recommend effective procedures and have
strategies in place to protect your business.